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EATON VANCE WATEROAK ADVISORS
BOSTON, MA
617-482-8260
SEC #801-63334Total AUM
$14.6B
Employees
67Clients
1,557Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
TWO INTERNATIONAL PLACE
BOSTON
MA 02110
United States
BOSTON
MA 02110
United States
Operating Hours
9 A.M. - 5 P.M. EST
Monday - Friday
Monday - Friday
Phone
617-482-8260
Other Offices
2
Financials
Total AUM
$14.6B
Accounts
5,607Discretionary
$13.7B
Accounts
5,309Non-Discretionary
$869.3M
Accounts
298
Clients
Individual Clients
1,073AUM
$2.6B
HNW Individual Clients
412AUM
$10.7B
Investment Company Clients
1AUM
$154.2M
Pension/Profit Sharing Plan Clients
7AUM
$95.7M
Charitable Organization Clients
62AUM
$847.1M
Insurance Company Clients
1AUM
$42.5M
Corporation or Business Clients
1AUM
$207.9M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.